13F Filings History of BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

Latest 13F report
Q3 2025 - 06 Nov 2025
Value $
$151M
Signature - Title
David N. Smith - Chief Compliance Officer
Location
South Miami, FL
Summary
This page shows a list of all the recent 13F filings made by BRIDGE GENERATIONS WEALTH MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BRIDGE GENERATIONS WEALTH MANAGEMENT LLC reported 134 stock holdings with total value $151M as of Q3 2025. Top holdings included DFAC, DFAT, SPTI, DFGR, and DFGP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 134 $151M +$9.71M -$32.5M -$22.8M DFAC, DFAT, SPTI, DFGR, DFGP 13F-HR 06 Nov 2025, 16:17
Q2 2025 127 $165M +$4.58M -$8.68M -$4.1M DFAC, DFAT, DFGR, DFEM, SPTI 13F-HR 17 Jul 2025, 17:45
Q1 2025 151 $159M +$22.9M -$14.6M +$8.27M DFAC, DFAT, DFGR, TLH, SPTI 13F-HR 01 May 2025, 10:37
Q4 2024 97 $151M $0 $0 DFAC, DFAT, TLH, DFGR, DFGP 13F-HR 13 Feb 2025, 15:49